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Annis Gardner Whiting Capital Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-413
Closed -$4.51K – 1228
2025
Q2 		$4.51K Buy
+413
New +$4.35K ﹤0.01% 866

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BTZ Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 413 shares — an estimated $4.51K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BTZ in Q2 2025 and held it in 1 quarter. The position peaked at $4.51K in Q2 2025. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 413 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $4.51K.
  • Annis Gardner Whiting Capital Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's BlackRock Credit Allocation Income Trust position peaked at $4.51K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.